Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLEHX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R5) | 7.23% | 16.69% | 12.16% | 0.96% | 5.56% | 5.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLEHX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R5) | 11/02/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 16.69 | 12.16 | 0.96 | 5.56 | 5.98 | NA | … | … | 7.23 | 14.24 | 8.06 | 12.81 | -26.92 | 4.07 | 11.45 | 19.86 | -6.50 | 16.20 | 8.38 | -1.16 | 5.35 | 19.70 | 14.96 | -3.67 | 15.01 | 36.05 | -38.37 | 8.23 | 4.91 |
| Sharpe Ratio | NA | 2.09 | 1.16 | -0.12 | 0.34 | NA | NA | … | … | 1.76 | 1.37 | 0.63 | 1.11 | -1.42 | 0.38 | 0.54 | 2.52 | -0.85 | 3.49 | 0.82 | -0.11 | 0.63 | 2.34 | 1.47 | -0.19 | 0.87 | 1.45 | -1.10 | 0.35 | 4.73 |
| Standard Deviation(%) | NA | 7.00 | 8.00 | 11.84 | 11.71 | NA | NA | … | … | 8.81 | 8.44 | 7.01 | 8.34 | 19.98 | 10.79 | 20.69 | 7.29 | 9.31 | 4.48 | 9.97 | 10.69 | 8.52 | 8.41 | 10.23 | 19.85 | 17.08 | 24.82 | 35.70 | 14.79 | 6.91 |
| Draw Down(%) | NA | 5.61 | 8.53 | 32.96 | 32.96 | NA | NA | … | … | 5.61 | 8.29 | 3.57 | 8.53 | 27.38 | 7.77 | 24.52 | 4.05 | 13.24 | 1.38 | 9.16 | 10.68 | 6.80 | 5.77 | 8.70 | 19.51 | 13.64 | 23.83 | 49.03 | 10.18 | 1.36 |
| Yield(%) | 0.00 | 8.74 | 5.88 | 3.46 | 5.84 | 6.02 | 5.03 | … | … | 0.00 | 9.13 | 3.80 | 4.09 | 1.73 | 3.50 | 2.71 | 10.93 | 10.07 | 9.85 | 7.49 | 6.32 | 5.98 | 4.81 | 5.72 | 2.27 | 2.61 | 2.81 | 2.41 | 2.51 | 2.00 |
Data as of 06/04/2026, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEHX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R5) |
-7.68%
Jun 2007 – Jun 2010 |
-1.04%
May 2007 – May 2012 |
2.61%
Oct 2013 – Oct 2023 |
3.15%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEHX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R5) |
24.70%
Feb 2009 – Feb 2012 |
20.00%
Feb 2009 – Feb 2014 |
12.51%
Feb 2009 – Feb 2019 |
8.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart